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Broadcom

3,762 hedge funds and large institutions have $591B invested in Broadcom in 2025 Q1 according to their latest regulatory filings, with 246 funds opening new positions, 1,745 increasing their positions, 1,525 reducing their positions, and 271 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,762
Holders Change
-104
Holders Change %
-2.69%
% of All Funds
51.1%
Holding in Top 10
540
Holding in Top 10 Change
-282
Holding in Top 10 Change %
-34.31%
% of All Funds
7.33%
New
246
Increased
1,745
Reduced
1,525
Closed
271
Calls
$14.1B
Puts
$16.6B
Net Calls
-$2.48B
Net Calls Change
+$819M
Name Holding Trade Value Shares
Change
Shares
Change %
TCG
2751
Transcendent Capital Group
Oklahoma
$604K -$51.9K -310 -8%
OCG
2752
Opus Capital Group
Ohio
$604K -$277K -1,652 -31%
CP
2753
Capital Planning
Washington
$604K -$95.9K -573 -14%
WF
2754
Wayfinding Financial
Washington
$603K +$9.37K +56 +2%
APG
2755
Abacus Planning Group
South Carolina
$601K +$161K +959 +36%
MTIC
2756
Missouri Trust & Investment Company
Missouri
$597K -$10.5K -63 -2%
CA
2757
CV Advisors
Florida
$597K +$597K +3,854 New
SL
2758
Summitry LLC
California
$595K +$25.4K +152 +4%
UWPG
2759
Ullmann Wealth Partners Group
Florida
$595K +$5.86K +35 +1%
LWM
2760
LeConte Wealth Management
Tennessee
$594K +$594K +3,547 New
T
2761
Transce3nd
Texas
$593K -$278K -1,661 -32%
KWS
2762
Keystone Wealth Services
California
$593K +$77.2K +461 +15%
AGA
2763
Arkos Global Advisors
Texas
$590K +$9.88K +59 +2%
TCPG
2764
Trivant Custom Portfolio Group
California
$589K
BWP
2765
Bernardo Wealth Planning
Pennsylvania
$589K +$200K +1,196 +52%
CWM
2766
Challenger Wealth Management
California
$587K +$7.53K +45 +1%
SGK
2767
Steigerwald Gordon & Koch
Virginia
$586K -$55.8K -333 -9%
SAM
2768
Selway Asset Management
$586K -$176K -1,050 -23%
HA
2769
Harbor Advisors
Florida
$586K
PWP
2770
Principle Wealth Partners
Connecticut
$584K +$91.1K +544 +18%
MIA
2771
MeadowBrook Investment Advisors
Michigan
$583K +$32.6K +195 +6%
TPWA
2772
TRUE Private Wealth Advisors
Oregon
$580K +$385K +2,298 +197%
ITB
2773
Idaho Trust Bank
Idaho
$579K +$579K +3,457 New
IPAM
2774
Investment Partners Asset Management
New Jersey
$578K -$17.9K -107 -3%
IWA
2775
IVC Wealth Advisors
Pennsylvania
$578K +$143K +856 +33%